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K
kperry
February 26, 2020
Question

Custom Pricing

  • February 26, 2020
  • 1 reply
  • 0 views

Does anyone know if it is possible to import or copy and paste custom prices for a particular customer? I've been manually entering the custom price in the price override section but was wondering if anyone knew a faster more efficient way to get this done as they are all different and not based on a %age or amount off. 

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
February 26, 2020

Utilize the 3rd party tool to import price level list.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template should be like this

NameIs ActiveTypeFixed PercentageItemCustom PriceAdjust Relative To
CommercialYFixedPercentage-10   
IndustrialYFixedPercentage-15   
ResidentialYFixedPercentage-5   
Door Replacement SpecialYPerItem Framing45 
Door Replacement SpecialYPerItem Installation30 
Door Replacement SpecialYPerItem Hardware:Lk Doorknobs35 

 

Then you can import the Customer list wuth the updated price level by using the template like this

Customer NameIs ActiveCompany NameSalutationFirst NameM.I.Last NameJob TitleContactPhoneFaxAlt. PhoneAlt. ContactEmailCCBillTo Line1BillTo Line2BillTo Line3BillTo Line4BillTo CityBillTo StateBillTo PostalCodeBillTo CountryShipTo Line1ShipTo Line2ShipTo Line3ShipTo Line4ShipTo CityShipTo StateShipTo PostalCodeShipTo CountryCustomer TypeTermsSales RepResale No.Price LevelAccount NumberCredit LimitPayment MethodNotesSales Tax CodeSales Tax ItemJob StatusJob Start DateJob Projected EndJob End DateJob DescriptionJob TypeCurrency
Acme ToolsYAcme ToolsMrs.JaneMDoeAP ClerkJane Doe[removed][removed][removed]John Doe[email address removed] Acme ToolsOne Main Street  WashingtonWA12345USAAcme ToolsOne Main Street  WashingtonWA12345USACommericalNet 30KLMACMECommercial9891000VisaThis is a commerical customer.TaxMA       
Adams LandscapingYAdams LandscapingMr.John SmithManagerJohn Smith[removed][removed][removed]Jane Smith[email address removed] Adams LandscapingTwo Church Street  SmithvilleOH98765USAAdams LandscaptingTwo Church Street  SmithvilleOH98765USA Net 30   123455000CheckThis is a new customerNon        
SuperstoreYSuperstoreMsKaren Jones Karen Jones[removed][removed]  [email address removed] Superstore1 North Street  AnytownTN88888USASuperstore1 North Street  AnytownTN88888USA Net 30       TaxMA       
K
kperryAuthor
February 26, 2020

I don't see custom pricing on the customer list...

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
February 26, 2020

In the template of the customer list on 36th column. we put the name of the price level refer to the 1st column in the template oh the price level list.

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